12 results found
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Rebillable Global Markup per QBO
The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation
32 votes -
Un-Approve an Expense Report
Un-Approve an Expense Report
12 votesHi,
Thank you for your feedback, we have taken this into the roadmap and it is being looked at as part of our revamp of the expense report approval process
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Cancel Expense Report approval request
Cancel Expense Report approval request
1 voteHi,
Thank you for your feedback, we have taken this into the roadmap and it is being looked at as part of our revamp of the expense report approval process
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Disable automatic line item creation for e-invoices
Have the option to disable line item creation for e-invoices as they are created if there is readable line item information on the e-invoice itself.
2 votes -
default expense approver per user
default expense approver per user
4 votes -
Hide Sales options for users who only submit expense reports
Hide sales for expense report submitters only
4 votes -
Editable Expense Report PDF
Right now the expense report document when you export it to PDF is quite hard to read. The font is very small and there's barely any room to sign, plus if you have a lot of receipts attached to one expense report it will not spread it over two pages, but will just squish it all into one page which makes it so small its unreadable. Would really appreciate an editable expense report form that you can control font size, column sizes, signature lines etc... to make it more feasible to use.
9 votesThis week we released a new layout to the Expense Report PDF export which has the following improvements:
- Categories are now summarised at the top so that the font doesn't get smaller when there are more categories
- The font is darker and easier to read
We are also working on this ability to choose the order of items in the expense report, as we know not having this is a frustration at the moment.
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Original images of invoices/receipts attached to expense report
A way for the invoice/receipt to automatically be attached to the expense report in the integrated software, not just as a link in the PDF.
179 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it.
Hope this helps!
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Approval process for individual Invoices/expenses/bills
Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.
They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.
At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.
145 votesWe are looking into approvals within Dext to make the process simpler
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Control over font Format of downloaded expense reports
The font in the report is not dark enough to read. When Expense reports are downloaded as pdf, I download to email and the recipients complain the text of the report is too faint to read, or when printed is too faint to read
Also my criticism of the text being too light. I appreciate that the development team must address this but it would be nice to have control over report structure
As I must email expense reports to those that approve payment, it's most concerning that they complain about the report being difficult to review. I don't like…
13 votes -
Expense approver user hierarchy
We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.
91 votesThanks for giving feedback to Dext. This is currently under review as part of us reviewing the way expense are approved in Dext. Stay tuned for further updates.
Simon
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Approval person's name on the PDF summary at Approved
Approver's name of the expense report to be displayed when downloaded via PDF
44 votes
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